Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
14 years
Location
Elwood, IN 46036
Edward Jones
Institution
Scott Reed is a Series 66-licensed financial advisor with Edward Jones in Elwood, Indiana, where he has worked since 2015. He has 13 years of industry experience. Outside of his advisory role, he is involved in managing rental property in Anderson, Indiana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Elwood, IN South Anderson Street
109 South Anderson Street
Elwood IN 46036
Advisors at this office
1
Indiana
14 years of industry experience
Edward Jones
2015 - Present • 11 years
St Louis, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 65
Cicero, IN
SRL Financial
Spencer Shoemaker is a CFP® and holds a Series 65 license with six years of industry experience. He currently leads SRL Financial, an independent firm he joined in 2026 after nine years at Avalon Wealth Advisory, Inc. and a brief tenure at Raymond James & Associates. SRL Financial provides wealth management and financial planning services to individuals and high-net-worth clients, combining Modern Portfolio Theory with both passive and active investment strategies. The firm offers comprehensive planning across multiple areas including retirement, estate, tax, business, and insurance, and employs a fee-only pricing model based on client net worth and income rather than assets under management.
CFP®, Series 65
Anderson, IN
Sycomore Financial
Treavor Dodsworth is a CFP®-certified financial advisor with 10 years of industry experience. He is the principal of Sycomore Financial, an independent advisory firm based in Anderson, IN. In addition to his advisory work, he owns and operates Monthly Financial Coaching LLC, a financial coaching business. Prior to his current roles, he has worked at NorthWest Financial Services and held various positions including at Uber and Premier Accounting Services. Sycomore Financial provides investment advisory and financial planning services to individual clients, focusing on retirement planning, tax considerations, estate planning, and small-business planning. The firm emphasizes passive, diversified portfolios with factor tilts and manages accounts on a non-discretionary basis, offering clients ongoing comprehensive planning or project-based engagements.
Series 63, Series 65
Cicero, IN
Comprehensive Financial Consultants
David Mcgill is a financial advisor with Comprehensive Financial Consultants in Cicero, Indiana, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior work includes roles at Parkland Securities, LLC and Sigma Planning Corporation. Outside of advising, he serves as Director of Aviation for Central Indiana Aviation Mission, which provides medical and disaster-related air transportation. Comprehensive Financial Consultants serves individuals, corporations, charities, and retirement plans, offering tailored financial planning and discretionary portfolio management based on client goals and risk tolerance. The firm employs strategies such as asset allocation and technical analysis and provides ongoing account monitoring and rebalancing.
CFP®, ChFC®, Series 66
Cicero, IN
Comprehensive Financial Consultants
Christian Mc Gill is a CFP® and ChFC® professional with seven years of experience in the financial services industry. He is currently with Comprehensive Financial Consultants, where he has worked since 2019. His prior experience includes roles at CSI Advisory Services and Taylor University. Outside of financial advising, Mc Gill is involved in livestock businesses, serving as an owner/operator of a livestock raising venture and as treasurer and part owner of Livestock Resources LLC, which operates a national registry for Kiko goats. Comprehensive Financial Consultants provides financial planning, discretionary portfolio management, and retirement-plan consulting for individuals, corporations, charities, and pension plans. The firm employs a portfolio approach that incorporates asset allocation, tactical adjustments, technical analysis, and Modern Portfolio Theory, often managing accounts with discretionary trading authority.
Series 65
Cicero, IN
Comprehensive Financial Consultants
Dallas Baltz is a financial advisor at Comprehensive Financial Consultants with a Series 65 designation and one year of industry experience. Prior to joining the firm, he held roles at Stratus Building Solutions of Indianapolis and Orthodynamics Company, Inc. Outside of financial services, he has been involved with Harbour Trees Golf & Beach Club for several years. Comprehensive Financial Consultants serves individuals—including high-net-worth clients—corporations, charities, and pension and profit-sharing plans. The firm offers financial planning, discretionary portfolio management using proprietary models, and retirement plan consulting, employing strategies such as asset allocation, tactical asset allocation, and modern portfolio theory.
Series 65
Cicero, IN
Comprehensive Financial Consultants
Noah Wolfe is a financial advisor at Comprehensive Financial Consultants with a Series 65 credential and one year of industry experience. He previously worked at First Farmers Bank & Trust for two years and has experience in education, having served at the University of Indianapolis and Tipton High School. Comprehensive Financial Consultants provides financial planning, discretionary portfolio management, and retirement-plan consulting for individuals, corporations, charities, and pension and profit-sharing plans. The firm uses a combination of asset allocation strategies, technical analysis, and Modern Portfolio Theory to tailor portfolios and typically operates with discretionary trading authority.
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